+111.9%
DOCN vs MRNA
+68.6%
+43.4%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MRNA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -7.0% | +10.3% | +4.1% |
| 7D | +27.4% | -4.2% | +31.6% | +27.9% |
| 30D | -29.7% | +7.0% | -36.7% | -30.4% |
| 3M | -32.5% | +263.4% | -295.8% | -47.2% |
| 6M | -42.2% | +334.3% | -376.5% | -57.9% |
| YTD | +87.2% | +684.5% | -597.3% | +11.1% |
| 1Y | +86.2% | +766.2% | -679.9% | +6.6% |
| 3Y | +257.4% | +230.3% | +27.2% | +144.2% |
| 5Y | -27.4% | +0.1% | -27.4% | -35.1% |
| All | +111.9% | +68.6% | +43.4% | +45.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MRNA.
Daily Out/Under-Performance
Portfolio return minus MRNA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MRNA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MRNA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling